iShares S&P 500 Index shares owned by Laffer Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Laffer Investments
from 13F filings
Historical chart of Laffer Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Laffer Investments consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Laffer Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $799k | 1.2k | 669.30 |
| 2025-03-31 | $205k | 364 | 561.90 |
| 2023-12-31 | $99k | 207 | 477.63 |
| 2023-09-30 | $62k | 144 | 429.43 |
| 2023-06-30 | $64k | 144 | 445.71 |
| 2023-03-31 | $59k | 144 | 411.08 |
| 2022-12-31 | $55k | 144 | 384.21 |
| 2020-09-30 | $96k | 285 | 336.06 |
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